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Brian Wayne Benz

Edward Jones

Edina, MN

CRD 5343774

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-04
MN RA APPROVED 2013-11-20
  • TX RA
    APPROVED_RES
    Since 2018-12-04
  • MN RA
    APPROVED
    Since 2013-11-20

Branch Locations

6800 France Ave S Ste 530, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 05/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-27
  • S66 Uniform Combined State Law Examination
    2007-07-27
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Brian Benz

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

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